Wealth Alliance
CMS icon

Wealth Alliance’s CMS Energy CMS Stock Holding History

Wealth Alliance’s Portfolio CMS Stock Details CMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$486K Buy
+7,698
New +$541K 0.04% 324

Other funds holding CMS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Wealth Alliance's CMS Position: Q3 2026 in Review

Wealth Alliance opened a new position in CMS Energy (CMS) in Q3 2026: 7,698 shares worth $486K. The stake represents 0.04% of the portfolio and ranks #324 among its holdings.

671 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

  • Wealth Alliance held 7,698 shares of CMS Energy worth $486K as of Q3 2026.
  • CMS Energy was a new Wealth Alliance position in Q3 2026.
  • CMS Energy made up 0.04% of Wealth Alliance's portfolio in Q3 2026, its #324 holding.
  • 671 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.